Re: Anyone IRS savy?
First thing to do is file an extension. If you owe, rather than getting a refund, you still need to pay an estimate of what you owe. But mainly, it takes you to Oct. 15 to file your taxes. FWIW, my accountant files an extension every year, regardless.
As far as dealing with IRS people it's been an issue for over a decade. Regardless of politics, the last ACA added a lot of processes to the IRS and the current headcount freeze and 2:1 regulatory situation has limited things as well. All in, the IRS is not a competitive business. Thus you are stuck going through the process of calling an talking to people.
I understand that it takes lot of time to be on hold, explain stuff and so on. One practical way to manage this is get a tax accountant. Not the store front folks that do their version of Turbo Tax. A true tax accountant. If you are in pretty deep, get a tax lawyer. It will cost more, but they may better understand the implications of any decisions.
At the end of it all. How many deductions you want to claim and how much time you want to spend matters between doing it your self and hiring someone. Some deductions are easy. Standard deductions for dependents. Any of your bank stuff, dividends, schedule A &B, etc. Once your get into stock portfolio basis costs, child care, real estate or farm estate, schedule H&K, etc. it gets more complicated. The tax books aren't even as easy to read.
if it's fines you are dealing with pay them. You can claim them back later if you can show you don't owe. It's a better way to go than to be delinquent.
FWIW, we paid 2017 taxes late in the tax year. But, in 2017 we got audited on 2016. Go figure, 2016 is done, I'm worried about '17 but '16 end up being the issue. The price of being in the 1/2 of the population that makes enough to pay taxes.
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